Purpose
This article explains how to create and use Company Playbooks as a Partner Manager/Executive and a partner sales user. Also listed are our best practices.
Introduction
My Company Playbooks empower managers and executives from partner companies to create and curate personalized playbooks, streamlining access to essential content for their teams. Users can easily access all relevant materials without having to search through the application, which allows them to gather resources on specific topics in one centralized location.
For partner managers, this feature ensures that their teams are equipped with the right resources, improving productivity and efficiency. It provides a seamless way to distribute critical content across the organization, ensuring all users are aligned and up-to-date with the most pertinent information for their roles.
Where to Create a New Playbook
Steps to create a company playbook:
- Visit the content that needs to be added to the playbook
- Click on the + Playbook button
- This would open the modal, there would be a dropdown, choose My Company Playbooks from the dropdown
- Once selected, it would list down the previously created company playbooks. If no company playbooks are created, then a new one can be created by entering the name of the playbook in the input field below.
The user can add one piece of content into multiple playbooks by selecting multiple playbooks and clicking submit.
All managers from the company would have access to create or edit playbooks and also playbooks created by other managers as well.
Once the playbook is created it will be visible on the dashboard to all users from the partner company
The playbooks would also be visible under the My Company Playbooks section in the playbook page
How to access it:
- Click on the playbooks navigation item on the left-hand navigation
- There would be My Company Playbooks section on the page
Deleting Content from My Company Playbooks
- Go to My Company Playbooks Section
- Click on the Playbook
- There would be a - icon visible on content hover
Deleting Playbooks
- Go to My Company Playbooks Section
- Click on the Playbook, you would want to delete
- Click on the cross icon